Michael Burry Says Dropping Claude Was A 'Trumpian' Thing To Do But Pentagon's Six-Month Phase Shows 'Stickiness' Of Anthropic's Tech

Benzinga03-02 14:31

The U.S. government's decision to grant a six-month transition period after blacklisting Anthropic suggests its Claude AI model was deeply embedded in Pentagon systems, according to investor Michael ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2616438838?lang=en_US&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2026/03/02/Los-Angeles--California---March-29--2024.jpeg?optimize=medium&dpr=2&auto=webp&width=260","is_english":true,"pubTime":"2026-03-02 14:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2616438838","market":"sh","top_or_hot":-1,"title":"Michael Burry Says Dropping Claude Was A 'Trumpian' Thing To Do But Pentagon's Six-Month Phase Shows 'Stickiness' Of Anthropic's Tech","media":"Benzinga","content":"<div>\n<p>The U.S. government's decision to grant a six-month transition period after blacklisting Anthropic suggests its Claude AI model was deeply embedded in Pentagon systems, according to investor Michael ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/26/03/50956347/michael-burry-says-dropping-claude-was-a-trumpian-thing-to-do-but-pentagons-six-month-phase-shows-stickiness-of-anthropics-tech\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Michael Burry Says Dropping Claude Was A 'Trumpian' Thing To Do But Pentagon's Six-Month Phase Shows 'Stickiness' Of Anthropic's Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMichael Burry Says Dropping Claude Was A 'Trumpian' Thing To Do But Pentagon's Six-Month Phase Shows 'Stickiness' Of Anthropic's Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-02 14:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/tech/26/03/50956347/michael-burry-says-dropping-claude-was-a-trumpian-thing-to-do-but-pentagons-six-month-phase-shows-stickiness-of-anthropics-tech><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. government's decision to grant a six-month transition period after blacklisting Anthropic suggests its Claude AI model was deeply embedded in Pentagon systems, according to investor Michael ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/26/03/50956347/michael-burry-says-dropping-claude-was-a-trumpian-thing-to-do-but-pentagons-six-month-phase-shows-stickiness-of-anthropics-tech\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PLTY","symbol_name":"PLTR期权收益策略ETF-YieldMax","start_time":0,"source_url":"https://www.benzinga.com/markets/tech/26/03/50956347/michael-burry-says-dropping-claude-was-a-trumpian-thing-to-do-but-pentagons-six-month-phase-shows-stickiness-of-anthropics-tech","article_id":"2616438838","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/03/02/Los-Angeles--California---March-29--2024.jpeg?optimize=medium&dpr=2&auto=webp&width=260"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/markets/tech/26/03/50956347/michael-burry-says-dropping-claude-was-a-trumpian-thing-to-do-but-pentagons-six-month-phase-shows-stickiness-of-anthropics-tech","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2616438838","pubTimestamp":1772433060,"columns":[],"sourceInfo":{"source_id":"benzinga_hot_news","name":"Benzinga"},"weMediaInfo":null,"summary":"‘Big Short' investor Michael Burry said the Trump administration's six-month phase-out of Anthropic's Claude AI — despite blacklisting it as a supply-chain risk under Donald Trump — shows how deeply embedded the model was in Pentagon systems via Palantir Technologies, even as OpenAI, led by Sam Altman, secured a new classified defense deal.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"PLTY":"PLTR期权收益策略ETF-YieldMax","PLTZ":"2倍做空PLTR ETF-Defiance","BK4023":"应用软件","PLTR":"Palantir Technologies Inc.","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","BK4543":"AI","PLT":"Defiance Leveraged Long Plus Income PLTR ETF","PLTA":"ProShares Ultra PLTR ETF","BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTD":"1倍做空PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4547":"WSB热门概念","BK4613":"AI应用软件","PLTI":"REX PLTR Growth & Income ETF","PTIR":"2倍做多PLTR ETF-GraniteShares","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4588":"碎股","PLTU":"2倍做多PLTR ETF-Direxion","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTW":"PLTR周配息ETF-Roundhill"},"translate_title":"迈克尔·伯里表示，放弃克劳德是“特朗普式”的事情，但五角大楼为期六个月的阶段显示了Anthropic技术的“粘性”","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLTA":0.6,"PLT":0.6,"PLTR":0.77,"PLTW":0.6,"PLTG":0.6,"PLYY":0.6,"PLTY":0.6,"PLTI":0.6,"PLOO":0.6,"PTIR":0.6,"PLTZ":0.6,"PLTD":0.6,"PLTU":0.6},"content_text":"The U.S. government's decision to grant a six-month transition period after blacklisting Anthropic suggests its Claude AI model was deeply embedded in Pentagon systems, according to investor Michael Burry.\nOn Friday, the Donald Trump administration ordered federal agencies to stop working with Anthropic. The Department of War provided a six-month phase-out period — a move Burry argues reveals Claude's strategic importance.\n\"Removing Claude was a Trumpian thing to do. He and his people were offended,\" Burry wrote on social platform X on Sunday. \"The 6 month phase out was the military saying, we need Claude for a minute here.'\"\nBurry suggested that if alternative models were sufficient, the Pentagon could have replaced Claude immediately.\n\"The Palantir wrapper with those other models alone is not enough,\" he wrote. \"Shows the stickiness is Claude's tech, not Palantir's. Hard to say Claude wasn't a big factor. Or it would just be swapped and dropped.\"\nEarlier, it was noted that Palantir's Maven Smart System is designed to be model-agnostic, meaning that if Claude is removed, the company can plug in another AI model while maintaining its government contract.\nThe situation might reinforce Palantir's standing by underscoring how dependent the Pentagon is on its platform infrastructure.\nMeanwhile, on Friday, OpenAI also announced a deal to deploy its AI tools within classified Pentagon systems.\nCEO Sam Altman said the agreement includes safeguards prohibiting domestic mass surveillance and requiring human oversight in weapons-related uses.\nPrice Action: Palantir shares gained 0.92% on Friday, closing at $137.20. In the past 12 months, the shares have been up by 64.47%, according to Benzinga Pro.\nPLTR continues to trade in a downward pattern across the short, mid and long-term time frames and carries a weak valuation score, according to Benzinga's Edge Stock Rankings.\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto Courtesy: gguy on Shutterstock.com\nTo add Benzinga News as your preferred source on Google, click here.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2616438838","isCrawlerRequest":true}